韩国券商一句业绩 “不及预期”，SK 海力士大跌 12%，存储板块全线承压！海峡” 罗生门” 推升加息押注，对冲基金黄金多头降至 11.5 万份Citigroup: MEITUAN-W LongCat-2.0 open source benefits competitive moat, maintains "Buy" ratingAI billing triggers cost anxiety as OpenAI, Meta, and SpaceXAI's model battle begins to compete on cost-performance ratioLaunched for only a few days before being taken offline! Privacy controversy ignites public opinion, Meta urgently halts Muse Image featureETF Volatility | Southern Double Long Gold falls over 2% again as U.S. June inflation data is about to be released; short-term gold may maintain low-level fluctuationsExecutives Refute Claims of Excess Computing Power: AI Demand Is 'Almost Infinite,' Energy Is the BottleneckUnderstanding the Market | Gold stocks fell across the board as the situation between the U.S. and Iran heats up, raising inflation expectations, while the strong dollar and U.S. Treasury yields suppress precious metal valuations韩国监管层全面收紧单一股票杠杆 ETF，” F4” 高层会议将研究抑制波动措施The "Super Week" of US stocks is coming: Earnings season meets inflation data as Middle East conflict stirs the marketSK Hynix has become the "money tree" for the US and South Korean governments: while expanding production in the US, it also needs to bet on the domestic market. Can the "goose that lays golden eggs" continue to lay eggs forever?对话莲花冯擎峰：豪华纯电降温，莲花把盈利关键押向混动SG Morning Brief | SK Hynix Soars 13% in Record Foreign IPO, S&P Wins the Week; CPI + Bank Earnings Tomorrow本周重磅日程：中国 GDP 与美国 CPI、沃什听证会、WAIC 大会美国企业 IT 采购的变化：从 “软件应用” 变为 “数据 +AI Agent”Cash Flow Poised to Hit Record Highs! Chip Giants Transform into "Super ATMs"首超 5000 亿元！熊猫债，是个什么债？为啥这么火？Zhitong Hong Kong Stock Early Knowledge | The State Council's regular meeting systematically promotes the construction of Digital China, CITIC Securities expects a year-on-year net profit growth of 69.59% in the first half of the yearOn July 10th, Li Auto-W spent USD 1.9407 million to repurchase 320,100 shares早餐 FM-Radio | 2026 年 7 月 13 日$10,000 Invested in Mark Zuckerberg's Meta a Decade Ago Is Worth This Much TodayGoogle's In-House AI Chip Strategy Could Be a Bigger Threat to Nvidia Than Investors Think. Here's Why.Nvidia Stock Just Did Something for the First Time in 7 Years. Here's What History Says Happens Next.Alphabet vs. Amazon vs. Microsoft: Which Is the Best Cloud Computing Stock to Buy Today?CITIC Securities: Still optimistic about the main line of U.S. technology stocks, currently preferring the mid-to-downstream segments of the overseas computing power chain港股逼空交易和 pair trading 共现，美股重拾 AI 动能交易穿越算力恐慌：国联民生孔蓉展望 2026 下半年 AI 科技的五大主线Behind Palantir's "Enough is Enough": Corporate Fear of the "Winner-Takes-All" Dynamic in Large Language ModelsThe First Listed "Nuclear Fusion" Company: Amazon Founder Jeff Bezos-Backed General Fusion英伟达路演：季度收入近千亿美元、增速还在加快，Rubin Ultra 没有延期After the Shanghai Composite Index falls below 4,000 points, where will it go? Xingzheng Strategy: Keep a close eye on TSMC's July financial report and North American cloud manufacturers' CapexCould SpaceX's Starmind Make Amazon's, Microsoft's, and Google's Cloud Businesses Obsolete? Here's What Investors Need to Know.$1,000 in Nvidia vs. $1,000 in Broadcom: Which AI Chip Bet Paid Off More?Apple Sues OpenAI; Musk Calls Altman a "Big Liar," Altman Retorts, "You're the One Pitching Space Data Centers"长鑫 IPO 在即，长存 “拍马追赶”Apple Inc. officially sued OpenAI, accusing it of stealing trade secretsNew Progress in YMTC's IPO! CSRC Discloses First Phase of Listing Coaching, Coaching Team Announced机构实地调研：台积电赢了现在的 CPO，三星在押注下一场翰森制药的出海，不靠声量Samsung Electronics Advances Start of Production for First Yongin Chip Plant to 2029, 1-2 Years Ahead of Schedule美银 Hartnett：日本银行股是 “全球避险情绪领先指标”，下半年有 “四大逆向交易机会”财报季、沃什和美国通胀–美联储和市场将走向何方？下周 “初见端倪”！3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year全球市场步入 “动荡之夏”：警惕美联储变局、日元危机和财报季大考CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business PlanKNOWLEDGE ATLAS Founder Tang Jie Issues Internal Letter: Launching "Touch High" Plan, "Failure to Reach the Summit Is Failure"Amazon Has Underperformed in 2026. Is the Stock a Bargain Now?If You'd Invested $10,000 in Nvidia 10 Years Ago, Here's How Much You'd Have Today. Spoiler Alert: The Answer Is Mind-Boggling.阿里合计持股长鑫科技近 5%，超过董事长朱一鸣过去两年规模几乎翻倍，美国 ETF“火的发烫”